| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Meredith Abel Hall, LLC | 2,296 | $615,340.16 | $437,870.16 | -$177,470 | -28.84% |
Darin Pilacinski True Vision MN LLC | 4,004 | $747,427 | $763,602.84 | $16,175.84 | 2.16% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 150 | $28,001 | $28,606.5 | $605.5 | 2.16% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 1,758 | $461,533.61 | $335,268.18 | -$126,265.43 | -27.36% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,164 | $311,766.85 | $221,986.44 | -$89,780.41 | -28.8% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 9,300 | $2.64M | $1.77M | -$866,425.63 | -32.82% |
Mark VanderPol VanderPol Investments L.L.C. | 899 | $241,043.7 | $171,448.29 | -$69,595.41 | -28.87% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 1,520 | $438,407.87 | $289,879.2 | -$148,528.67 | -33.88% |
Donald O. Dempster DLK Investment Management, LLC | 1,536 | $405,474.91 | $292,930.56 | -$112,544.35 | -27.76% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 6,290 | $1.83M | $1.2M | -$630,417.31 | -34.45% |
Columbia Bank Columbia Bank | 8,416 | $2.49M | $1.61M | -$886,479.97 | -35.58% |
Robert Santos Arrowroot Family Office, LLC | 5,126 | $1.18M | $977,579.46 | -$204,535.32 | -17.3% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,611 | $840,533.56 | $497,943.81 | -$342,589.75 | -40.76% |
Ian Jameson American Capital Advisory, LLC | 4,908 | $1.09M | $936,004.68 | -$156,648.62 | -14.34% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 2,381 | $649,824.41 | $454,080.51 | -$195,743.9 | -30.12% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 930 | $221,303.11 | $177,360.3 | -$43,942.81 | -19.86% |
Mark Weiskind Fairway Wealth LLC | 28 | $7,417 | $5,339.88 | -$2,077.12 | -28% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 745 | $243,105.13 | $142,078.95 | -$101,026.18 | -41.56% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 5,230 | $1.74M | $997,413.3 | -$743,010.3 | -42.69% |
James J. Karabas Embree Financial Group | 5,715 | $1.52M | $1.09M | -$427,565.3 | -28.18% |